How to Set Up a Card Reader for Your Salon

A card reader lets clients tap, insert or swipe their card at your front desk, and the money goes to your own bank account. Setup takes three steps: connect your bank, register the reader, then run a test payment.

Open the card reader setup

1. Click Checkout in the top menu.
2. Click the card reader button at the top right. Before setup it reads Connect a card reader to accept payments (on phones, Set up reader).
3. The Set Up Card Terminal window opens with three steps: Bank Account, Card Reader and Test.

You need to be an admin to connect the bank account.

Order a card reader

SupaDay works with two Stripe readers. You order them from Stripe, and they take a few days to arrive. You can connect your bank while you wait.

The WisePOS E suits a fixed front desk. The Reader S700 is better if you walk the reader to each station. Both are also listed in the Card Reader step with an Order link.

Connect your bank account

1. In the Bank Account step, click Connect Bank Account.
2. Stripe's form opens inside the window. Fill in your business details, the bank account for payouts and your ID.
3. When Stripe approves you, the step shows Bank Account Connected.
4. Click Next.

The form usually takes 5 to 10 minutes. Verifying your account... means Stripe is still checking your details. If Stripe needs more time or more information, you'll see a message with a Check again button to try later.

On the SupaDay phone app, tap Open in browser to finish the form on the web, then come back and tap I've finished setup.

Register your reader

When your reader arrives:

1. Turn it on and connect it to your salon's WiFi.
2. A registration code shows on its screen, three words like "sepia-cerulean-opal".
3. In the Card Reader step, type a Reader Name, for example "Front Desk Terminal".
4. Type the Registration Code from the reader's screen.
5. Click Connect Reader.

The reader then shows in the list with Online next to it. The button at the top of Checkout changes to your reader's name with Online.

Run a test payment

The Test step shows You're all set! Before your first client, try a small charge:

1. Click Done and tap New Ticket.
2. Add a low-priced item.
3. Tap Card, then the Charge button (it shows the amount). The charge is sent to the reader.
4. Tap your own card on the reader.
5. Void the ticket afterwards to refund the test charge.

Take card payments every day

When you tap Card on a ticket:

1. The Card Payment window shows the Amount Due. Tap Charge to charge the full amount, or Custom Amount to charge part of it.
2. The window shows Waiting for customer to tap or insert card...
3. The client taps, inserts or swipes. If no tip has been added, the reader asks them for one.
4. You see Payment successful.

If the payment fails, SupaDay shows the reason and a Try Again button. Tap Cancel while it's waiting to stop the charge.

Check, rename or replace your reader

The button at the top of Checkout shows your reader at a glance:

• Green with Online: ready to take payments.
• Red with Offline: the reader is off, out of range or not on WiFi.

Click the button to open Card Terminal. In the Card Reader step you can:

• Click Rename to change the reader's name.
• Click Remove to take it off your account. SupaDay asks for your password, then click Remove Reader. Do this before registering a replacement.

Heads up: Disconnect Stripe account in the Bank Account step turns off card payments and removes your readers. It asks for your password first. Only use it if you're moving to a different bank account.